Saxon Interests’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $386K | Sell |
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|
2025
Q2 | $316K | Hold |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $346K | Sell |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $261K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $204K | Sell |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $299K | Buy |
|